AI Chip Market Heats Up: Broadcom and Ciena Poised for Strong Q4 Earnings on Dec. 11

Broadcom's growth in the AI chip market has led to a 66% gain in its stock price this year. Ciena, an optical networking specialist, has seen a 137% increase in its stock price due to strong demand for its high-speed data transmission products. Ciena's CEO has noted that the strong demand for its products is driven by the increasing importance of the network in the growth and monetization of AI. Both companies are expected to report strong growth in their fiscal 2025 Q4 results on Dec. 11.